Focused Compounding

Focused Compounding

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Avsnitt(474)

Ep 420.  2023 in Review and 2024 Predictions

Ep 420. 2023 in Review and 2024 Predictions

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

29 Dec 20231h 1min

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

26 Dec 202329min

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

Ep 418. Warren Buffett, Teledyne, and the Art of Allocating Company Capital

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

20 Dec 202335min

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

18 Dec 202324min

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

Ep 416. Assessing Land Banks: Value Trap or Value Investment?

MLP writeup: https://valueinvestorsclub.com/idea/MAUI_LAND_andamp%3B_PINEAPPLE_CO/2155146259 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Inter...

6 Dec 202327min

Ep 415. A Tribute to Charlie Munger

Ep 415. A Tribute to Charlie Munger

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

4 Dec 202325min

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

Ep 414. Normalizing Supply-Driven, Demand-Driven, and Bond-Like Earnings

🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our i...

1 Nov 202335min

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

Ep 413. Pod About a Pod: Todd Combs on Berkshire, Shorting, and Strategy

InsideArbitrage: https://t.co/XjSwNNG8bK Subscribe to our email list: https://focusedcompounding.ck.page/ QuickFS Link: https://quickfs.net/?via=focused Podcast Questions: Focusedcompounding@gmail.com...

30 Okt 202332min

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